Completing the Prospo Fact-Find
The Prospo Fact-Find is a detailed financial questionnaire that advisers complete in the back office. It captures everything needed to build a full picture of a client's financial position across seven sections. Each time you save, Prospo creates a new version - previous versions are preserved and can be restored at any time.
Opening the Fact-Find
Go to a client's record and open the Fact-Find page. If no Fact-Find exists yet, Prospo creates the first version automatically when the page loads. If one already exists, the current active version opens ready to edit.
Navigating the form
The Fact-Find is organised into seven sections, each accessible via a tab at the top of the form:
Personal Details
Contact Details
Risk Profile
Balance Sheet
Goals
Cashflow
Insurance
Each section is divided into collapsible panels. Click Edit on a panel to make its fields editable. Changes are held locally until you save.
What each section covers
Personal Details
Core identity and compliance fields for each person in the client group - name, date of birth, nationality, residency, tax file number, Medicare number, and identity documents (passport, driver's licence).
Contact Details
Residential and postal addresses, all phone numbers, email addresses, preferred contact method and time, and an emergency contact.
Risk Profile
Risk tolerance, capacity, and required risk score. Investment timeframe, liquidity needs, investment experience, and behavioural factors like loss aversion and market timing tendencies.
Balance Sheet
A full picture of assets and liabilities. Assets include liquid assets, investments, primary property, investment property, vehicles, superannuation, and business assets. Liabilities cover the home loan and any other debts.
Goals
One or more financial goals, each with a label, category, target amount, priority, and timeline (start and end year).
Cashflow
Income broken down by source and expenses broken down by category. Tax deductions tracked separately. Net cash flow and debt service ratio are calculated automatically.
Insurance
All active and lapsed insurance policies - policy number, insurer, category, insured persons, sum insured or monthly benefit, annual premium, and review dates.
Saving
Click Save & Continue to save the current state. Prospo will:
Archive the previous version
Create a new active version with your changes
Regenerate financial projections based on the updated data
Generate a PDF and store it in the client's file record
The Fact-Find can be partially completed and returned to at any time. Only the active version is shown by default.
Version history
Click History to open the version history drawer. All previous versions are listed with version numbers and timestamps. Click any version to preview it, or restore it to make it the active version.
Exporting
Click Download at the top of the form to export the current Fact-Find as a PDF or DOCX file.